British Expats

British Expats (https://britishexpats.com/forum/)
-   USA (https://britishexpats.com/forum/usa-57/)
-   -   Gap in NIC contributions (https://britishexpats.com/forum/usa-57/gap-nic-contributions-823397/)

fsm Jan 30th 2014 5:07 am

Re: Gap in NIC contributions
 

Originally Posted by Cincyscot55 (Post 11104570)
Apologies for any repeat but I'm going round in circles as thanks to this forum I've just realized I need action on NIC contributions. My wife and I are UK nationals but now permanent residents in US. All we want to do is make enough contributions to obtain qualifying years for UK pension. Questions are
- I'm employed in US so do I pay Class 3
- Wife is not employed can she pay class 3
- When trying to pay back years what rate should we pay at as HMGov website says rates go up as years pass. So for example if we are trying to pay tax year 2010 what are weekly rates (or where can we find these)
- Do you just send a letter and check outlining what years you are catching up on (I know go forward we can use direct debit)

Thank you all in advance


Not sure about the wife, I think that is only class 3 if not working, I wrote to Newcastle they then had me fill out NI38 http://search2.hmrc.gov.uk/kb5/hmrc/...xY&formId=3297

Which I mailed in about two months later they later mailed me to say they have accepted my application to pay Class 2 contributions.

They said they will write to me at the time with payment instructions and said I would be able to make up to 6 years payments, I had always assumed the 6 years would have been class 2, I should find out shortly.

dunroving Jan 30th 2014 5:12 am

Re: Gap in NIC contributions
 

Originally Posted by fsm (Post 11104744)
Not sure about the wife, I think that is only class 3 if not working, I wrote to Newcastle they then had me fill out NI38 http://search2.hmrc.gov.uk/kb5/hmrc/...xY&formId=3297

Which I mailed in about two months later they later mailed me to say they have accepted my application to pay Class 2 contributions.

They said they will write to me at the time with payment instructions and said I would be able to make up to 6 years payments, I had always assumed the 6 years would have been class 2, I should find out shortly.

Please post back when you find out. :)

[ETA: I just had a quick scan of the form and it brings back memories - the HMRC site links to this in places where it says click here to find out about making voluntary payments for periods when you are or if you were working abroad - but the wording throughout the form is to do with where you are, or will be, working. That was the original source of ambiguity which I have been unable to get to the bottom of - so I am particularly interested to hear back what they tell you about your past years.]

fsm Jan 30th 2014 12:29 pm

Re: Gap in NIC contributions
 

Originally Posted by dunroving (Post 11104752)
Please post back when you find out. :)

[ETA: I just had a quick scan of the form and it brings back memories - the HMRC site links to this in places where it says click here to find out about making voluntary payments for periods when you are or if you were working abroad - but the wording throughout the form is to do with where you are, or will be, working. That was the original source of ambiguity which I have been unable to get to the bottom of - so I am particularly interested to hear back what they tell you about your past years.]


So I pulled the letter out to check what is says.

"We have accepted your application to pay voluntary Class 2 NICs by yearly payment. We will sent yo a letter shortly after 5 April 2014 to tell you how much to pay for the 2013/14 tax year. You can only pay voluntary Class 2 NICs using the yearly payment method for complete tax years spend abroad."

For my circumstances I currently have 16 qualifying years and I am still 21 years away from retirement, the letter tells me that up to 5 April 2019 I can pay for tax years 2006/07 through 2012/13 without penalty.

So basically £137.80 (2 years slight different amount) a year for the last 7 years is what I can pay if I so choose.

It also says this

"If your employment circumstances change, please let us know immediately."

durham_lad Jan 30th 2014 12:41 pm

Re: Gap in NIC contributions
 
Cool, thanks for the update.

hutchiebug Jan 31st 2014 5:11 am

Re: Gap in NIC contributions
 

Originally Posted by dunroving (Post 11104630)
Did you back-pay any years and if so, were they Class II or Class III? I have been trying to get a definitive answer to that for some time (from someone who has actually gone through this - the HMRC documentation is a little ambiguous).

I have paid total of 19 yrs voluntary payments, both Class 2 and 3.

dunroving Jan 31st 2014 5:55 am

Re: Gap in NIC contributions
 

Originally Posted by hutchiebug (Post 11106437)
I have paid total of 19 yrs voluntary payments, both Class 2 and 3.

Were any of the Class II's retrospective (back-paid years)?

Owen778 Feb 3rd 2014 1:56 am

Re: Gap in NIC contributions
 
I have a quick question, but posting in this thread seems the best option, instead of creating a new one.

My background is that I came to the US in October 2012 on an L1-B visa. I'm living in Houston (well, Cypress strictly), with my USC wife and stepchildren. I had 15 years of continuous employment in the UK before moving, and I've been employed since arriving in the US. I will be getting my green card before my visa expires, and I don't plan to return to the UK any time soon. I've therefore just pulled together a letter to HMRC asking to pay Class 2 voluntary NICs, including arrears from the day I entered the US.

What I haven't been able to find out is what documentation HMRC require as evidence. I plan to attach:
- NI38 form
- Offer of employment letter in USA
- First US payslip
- 2012 W2
- 2013 W2
- Marriage certificate (as evidence that I'm not ordinarily resident in UK)

Am I missing anything obvious?

Thanks for your help.

nun Feb 3rd 2014 2:06 am

Re: Gap in NIC contributions
 

Originally Posted by Owen778 (Post 11110819)
I have a quick question, but posting in this thread seems the best option, instead of creating a new one.

My background is that I came to the US in October 2012 on an L1-B visa. I'm living in Houston (well, Cypress strictly), with my USC wife and stepchildren. I had 15 years of continuous employment in the UK before moving, and I've been employed since arriving in the US. I will be getting my green card before my visa expires, and I don't plan to return to the UK any time soon. I've therefore just pulled together a letter to HMRC asking to pay Class 2 voluntary NICs, including arrears from the day I entered the US.

What I haven't been able to find out is what documentation HMRC require as evidence. I plan to attach:
- NI38 form
- Offer of employment letter in USA
- First US payslip
- 2012 W2
- 2013 W2
- Marriage certificate (as evidence that I'm not ordinarily resident in UK)

Am I missing anything obvious?

Thanks for your help.

That sounds very comprehensive. When I applied to pay voluntary NI 27 years ago I think I just filed NI38 and they took my word that I had a job in the US. If you haven't done so already you should file a P85 so HMRC officially knows your non-resident status.

http://www.hmrc.gov.uk/cnr/p85.pdf

Owen778 Feb 3rd 2014 2:22 am

Re: Gap in NIC contributions
 

Originally Posted by nun (Post 11110837)
That sounds very comprehensive. When I applied to pay voluntary NI 27 years ago I think I just filed NI38 and they took my word that I had a job in the US. If you haven't done so already you should file a P85 so HMRC officially knows your non-resident status.

http://www.hmrc.gov.uk/cnr/p85.pdf

Yes, thanks. I did that last year and the taxman gave me a few thousand back, which was nice.

hutchiebug Feb 3rd 2014 8:43 am

Re: Gap in NIC contributions
 

Originally Posted by dunroving (Post 11106520)
Were any of the Class II's retrospective (back-paid years)?

Yes, they allowed me to back-pay several years of Class II NI payments.


All times are GMT -12. The time now is 1:14 am.

Powered by vBulletin: ©2000 - 2026, Jelsoft Enterprises Ltd.
Copyright © 2026 MH Sub I, LLC dba Internet Brands. All rights reserved. Use of this site indicates your consent to the Terms of Use.